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Customer Support template

SaaS Onboarding Guide

Walk new users through setup, surface relevant features, and answer onboarding questions.
Start with this template

✓ No credit card required

Recommended actions

Connect on a paid plan

Suggested Messages

Helps new users discover key onboarding flows

Navigate to Page

Send users directly to the right setup screen

Train it on these sources

Useful answers from day one

Getting started guide

/docs/getting-started

Feature documentation

/docs

Integrations

/integrations

What's pre-filled

Set up so you can launch fast

System prompt

Tuned for this use case.

Welcome message

Personalised with your business name.

3 smart messages

Ready for visitors to tap.

Recommended AI settings

Temperature, top K and other defaults are

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